| Serial Number | 97535885 |
| Word Mark | STRATEGIC FORTUNE WEALTH MANAGEMENT "YOUR FORTUNE, YOUR VALUES" |
| Filing Date | Thursday, August 4, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 20, 2024 |
| Registration Number | 7477650 |
| Registration Date | Tuesday, August 20, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 4, 2024 |
| Description of Mark | The mark consists of the stylized words "STRATEGIC FORTUNE WEALTH MANAGEMENT" above the stylized words "YOUR FORTUNE, YOUR VALUES" all below a stylized fire pit design. These literal and design elements are in blue, and placed within a gold rectangle. The gold rectangle sits on a blue rectangle. |
| Goods and Services | Financial advice; Financial advice and consultancy services; Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial management; Financial planning consultation; Financial portfolio management; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Financial services, namely, wealth management services; Insurance consultancy; Insurance consultation; Investment consultancy; Investment consultation; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of private equity funds; Management of securities portfolios; Providing financial services with respect to securities and other financial instruments and products, namely, money management services |
| Indication of Colors claimed | The color(s) GOLD AND BLUE is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "STRATEGIC" AND "WEALTH MANAGEMENT" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, August 26, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, March 25, 2022 |
| First Use In Commerce Date | Friday, March 25, 2022 |
| Party Name | STRATEGIC FORTUNE WEALTH MANAGEMENT LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | West Covina, CA 91790 |
| Party Name | STRATEGIC FORTUNE WEALTH MANAGEMENT LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | West Covina, CA 91790 |
| Party Name | STRATEGIC FORTUNE WEALTH MANAGEMENT LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | West Covina, CA 91790 |
| Event Date | Event Description |
| Monday, August 8, 2022 | NEW APPLICATION ENTERED |
| Friday, August 26, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, August 27, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, January 6, 2023 | ASSIGNED TO EXAMINER |
| Monday, February 13, 2023 | NON-FINAL ACTION WRITTEN |
| Monday, February 13, 2023 | NON-FINAL ACTION E-MAILED |
| Monday, February 13, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, May 31, 2023 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Wednesday, May 31, 2023 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
| Wednesday, May 31, 2023 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Wednesday, June 7, 2023 | TEAS PETITION TO REVIVE RECEIVED |
| Wednesday, June 7, 2023 | PETITION TO REVIVE-GRANTED |
| Wednesday, June 7, 2023 | NOTICE OF REVIVAL - E-MAILED |
| Saturday, November 11, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, November 11, 2023 | TEAS PETITION TO REVIVE RECEIVED |
| Saturday, November 11, 2023 | PETITION TO REVIVE-GRANTED |
| Saturday, November 11, 2023 | NOTICE OF REVIVAL - E-MAILED |
| Saturday, November 11, 2023 | NOTICE OF REVIVAL - E-MAILED |
| Wednesday, April 3, 2024 | ASSIGNED TO LIE |
| Wednesday, April 3, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, April 3, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 29, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 15, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 4, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 4, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 20, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 20, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |